Black Diamond Cap

L/S

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@BarstoolChief Outing yourself as a poor without precheck. The Ed Army stands strong

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@WaterworldCapi1 It's space, bro

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@pekwat Bigger question - say that prediction markets are allowed to exist… market makers come in to offer parlays and all sorts of products that are offered on OSBs. Why do >30% vig products continue to exist in that world? Sure, volumes could offset, but margins come down materially

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@chipperPat This will be a great short

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If only there were signs... $THRY

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@RocksOver Agree with GARP. Anyone that compares this to HUBS is only listening to mgmt. Look at the Qs/Ks and look what they have moved over from phonebooks to SaaS. Look at how they have accelerated the recognition of revenues to mask declines. FCF about to fall off a cliff

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@CharlieZvible No wonder the product sucks

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@MaldenDriveCap AMTM

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@stoic_point The founder is dumping every day?

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@DOMOCAPITAL @dunnde @Braziltrader72 @OldMammoth69 Pushed back is entirely different than never getting approved. IL has a moratorium for 6 months anyway so these delays don’t matter. EPA pace is picking up under this admin - companies are seeing/saying there is progress on approvals. DoT formalizing guidance would help accel

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@DOMOCAPITAL @dunnde @Braziltrader72 @OldMammoth69 Marquis already passed the technical review so this doesn’t make much sense. REX management and partners are the best in the business. Their injection site is outside of any aquifers so I’d be surprised if they don’t get approval

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@dunnde @DOMOCAPITAL @Braziltrader72 @OldMammoth69 REX doesn’t have the balance sheet torque, being net cash, but they own all of their CCS infrastructure and will have tons of excess capacity to partner. EPS could have explosive growth

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@dunnde Buy them and short the stock

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@capjack2000 @bet365 Really have to be careful and watch their grading. Seen multiple mistakes already by them in a few months

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@BFW @TBob53 Not sure on football but go to Hutchins BBQ in McKinney. Worth the trip alone

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@WaterworldCapi1 SG about to have a new friend

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@EH_____112 @SmallCapKing2 Paid weekly data

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@DanteTheDon @SphereVegas Haven’t all the reports been shot down? Venue is too small?

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@CapitalShipyard Look at F commentary this week - not what’s happening. Going for more hybrids which are all boosted. Also, for everyday cars, consumers still will demand fuel efficiency. US light vehicle only about 10% of profitability so any impact would be marginal at best

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@ScottIrwinUI What do you think a reasonable range of CI scores is for domestic ethanol producers? What are the main drivers for higher/lower scores for most plants?